Collaborating With the Biznalyst Agent

A quick guide to asking the right questions and turning answers into documents

Step 1: Start With a Clear Question

The Biznalyst agent works best when you ask questions in plain business language.

You don’t need to know which analysis or tool to run—just state what you want to understand.

Examples:

• “How was revenue performance last quarter?”

• “Measure churn in Q4 2025.”

• “Break down revenue by lifecycle segments.”

The agent will interpret your intent, run the appropriate analysis, and return a structured response.

Step 2: Choose the Level of Detail You Want

You can guide the response format directly through your prompt.

For quick answers, keep the prompt short:

• “Measure churn last month.”

For deeper analysis, ask explicitly:

• “Explain the drivers of churn last month in detail.”

• “Give a detailed breakdown of revenue by lifecycle segment.”

Biznalyst also provides a Prompt Library with ready-made prompts for common use cases such as revenue measurement, churn, lifecycle analysis, and planning.

Step 3: Read and Explore the Agent’s Response

Agent responses are shown in Markdown format, making them easy to scan and understand.

Responses may include:

• Headings and summaries

• Tables with key metrics

• Charts for visual context

If something isn’t clear, ask follow-up questions. You can ask the agent to:

• Explain the methodology used

• Clarify formulas or calculations

• Explain why a metric moved up or down

Step 4: Add Insights to a Document

When an analysis is useful, click “Add to Document” to save it.

Documents help you:

• Visualize responses in a cleaner, report-style format

• Build a continuous record of your analyses

• Combine multiple analyses into a single narrative

You can resize the Chat and Document panels independently for comfortable reading and editing.

Step 5: Build a Continuous Analysis Trail

Documents in Biznalyst are living artifacts.

A typical flow might look like:

1. Ask a question in chat

2. Add the response to a document

3. Ask follow-up questions

4. Add refined insights to the same document

Over time, documents become complete analysis records—useful for reviews, planning, and sharing with stakeholders.

Step 6: Run Tools Directly (Optional)

If you want more control, you can run Biznalyst tools yourself by providing required inputs such as date ranges.

After running a tool:

• Review the tables and charts

• Ask the agent to summarize or interpret the results

This approach is helpful when validating assumptions or exploring specific scenarios.

Step 7: Understand Charts and Visuals

Some responses include charts to provide visual context.

While the agent cannot read charts directly, it understands:

• What the chart represents

• How the underlying metrics are calculated

If you describe what you see in a chart, the agent can help interpret the pattern and suggest next steps.

Step 8: Export and Share

Once your document is ready, you can export it as a PDF.

This makes it easy to:

• Share insights with stakeholders

• Upload reports to internal repositories

• Use analyses in reviews and presentations

Key Takeaway

Think of the Biznalyst agent as an analytical collaborator:

• Ask questions in business terms

• Save important insights to documents

• Use follow-ups to deepen understanding

This workflow helps you move from raw data to clear, shareable insights—without switching tools or writing SQL.